Helping Single-Family Offices Operate Efficiently

Benefit from greater scale, added skills,
and diverse services

Managing the complex affairs of a very wealthy family can be challenging and expensive. We know this firsthand. Manchester started as a single-family office and began to help non-related families address the high costs of experienced investment, financial planning, tax, and accounting professionals. Smaller single-family offices, especially those with less than $500 million of assets to manage, often struggle to retain top talent, provide efficient administrative and operational staff, and meet the regulatory responsibilities and technology demands that come with reporting and monitoring investments.

We work with single-family offices to manage costs and upgrade services. These families often retain a personal CFO or administrative assistant for specific needs as well as their own legal and accounting professionals, and we provide the rest. With Manchester Capital, single-family offices benefit from the capabilities of a large multi-family office with a team of professionals to meet their more complex needs. And we deliver these services at the highest standard for a cost-effective fee.

The case studies described herein are intended to illustrate Manchester Capital Management’s approach to developing personalized solutions to our clients’ unique investment management problems. These examples should not be considered to be recommendations for any particular client and are not intended to demonstrate a pattern of success or guarantee positive performance. Because our recommendations are individually tailored based on each client’s individual needs, there is no guarantee that our approach to managing any client’s account will share some or all of the characteristics as the situations depicted.

Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision.